← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1526	LFA LGT Financial Advisors Dallas, Texas	$35.1K	+$39K	7	0.04%	New
1527	KFI Key Financial Inc West Chester, Pennsylvania	$33.1K	-$2.89K	5	0.01%	Reduced
1528	WIM Westside Investment Management Santa Monica, California	$32.7K	$0	2	0.01%	Maintained
1529	PWMG Prestige Wealth Management Group Flemington, New Jersey	$32.6K	-$22	6	0.01%	Reduced
1530	OA Operose Advisors Milwaukee, Wisconsin	$31.8K	+$38.9K	1	0.01%	New
1531	Close Asset Management London, United Kingdom	$31K	-$16.1K	1	0%	Reduced
1532	ASBI American State Bank (Iowa) Sioux Center, Iowa	$30.9K	+$8.2K	2	0.02%	Increased
1533	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$30.4K	+$1.43K	2	0.01%	Increased
1534	IFS Intelligent Financial Strategies Excelsior, Minnesota	$29.6K	$0	1	0.02%	Maintained
1535	WOSD WFA of San Diego San Diego, California	$29.6K	$0	1	0.03%	Maintained
1536	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$29.5K	+$30.9K	1	0.01%	New
1537	BFPW BOK Financial Private Wealth Denver, Colorado	$29.1K	$0	2	0%	Maintained
1538	SFG Steward Financial Group Colleyville, Texas	$29K	+$11.6K	12	0.01%	Increased
1539	NOI Newton One Investments Newark, Delaware	$27K	+$108	1	0.02%	Increased
1540	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$26.8K	$0	4	0.01%	Maintained
1541	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$26.5K	-$12.6K	13	0%	Reduced
1542	Altshuler Shaham Tel Aviv, Israel	$25.6K	-$138K	1	0%	Reduced
1543	CB CNB Bank Clearfield, Pennsylvania	$24.6K	+$2.9K	3	0.01%	Increased
1544	SIS Strategic Investment Solutions Orland Park, Illinois	$24.1K	+$23.8K	1	0%	Increased
1545	CB Centennial Bank Conway, Arkansas	$23.4K	+$9.9K	1	0.02%	Increased
1546	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$23.3K	+$27.2K	4	0.01%	New
1547	VFA Virtus Fund Advisers Hartford, Connecticut	$22.8K	$0	1	0.16%	Maintained
1548	PA PSI Advisors Tampa, Florida	$22.4K	-$86	5	0.01%	Reduced
1549	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$21.9K	+$24.7K	1	0.01%	New
1550	NECFA New England Capital Financial Advisors Meriden, Connecticut	$21.8K	+$31	4	0.02%	Increased